Mclean Whittaker
Financial Adviser
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About
Mclean Whittaker is an ASIC-registered financial adviser based in Rose Park, SA, dedicated to helping clients achieve their financial goals with tailored advice and strategies. With a solid foundation built on a Diploma of Financial Advising from the Securities Institute of Australia (2005), Mclean further enhanced expertise by becoming a Certified Financial Planner (FIAA) in 2015 and completing a Graduate Diploma of Financial Planning from Kaplan Professional in 2023. As an active member of the Financial Advice Association of Australia (FAAA), Mclean adheres to the highest professional standards, ensuring clients receive ethical and reliable advice. Mclean is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, and retirement planning, plus Investment Life Insurance, Life Risk Insurance, Retirement Savings Accounts and Government Debt Securities. Here's how Mclean can help you: • Superannuation advice to optimise your retirement savings. • Insurance solutions to protect you and your family. • Retirement planning to ensure a comfortable future. • Strategic investment advice to grow your wealth. Ready to take control of your financial future? Contact Mclean today to schedule a consultation and discover how personalized financial advice can make a difference.
Specialisations
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Mclean Whittaker offer?
Mclean Whittaker specialises in superannuation advice, insurance solutions, and retirement planning. He is also authorized to provide advice on Investment Life Insurance, Life Risk Insurance, Retirement Savings Accounts and Government Debt Securities.
What are Mclean Whittaker's qualifications and experience?
Mclean holds a Diploma of Financial Advising, is a Certified Financial Planner with the FAAA and has a Graduate Diploma of Financial Planning. He has been working as a financial adviser since 2005.
What is the process of working with Mclean Whittaker?
The process typically starts with an initial consultation to understand your financial goals and current situation. From there, Mclean will develop a personalized financial plan tailored to your needs. Regular reviews and adjustments will ensure your plan remains aligned with your changing circumstances.
How can retirement planning help me?
Retirement planning can help you determine how much you need to save to maintain your desired lifestyle in retirement. Mclean will assist you in making informed decisions about your superannuation, investments, and other retirement savings strategies.
What should I expect from my first meeting with a financial advisor?
During your first meeting, expect to discuss your financial goals, current financial situation, and any concerns you may have. Mclean will explain his services and how he can help you achieve your objectives. This is an opportunity for you to ask questions and determine if Mclean is the right fit for your needs.
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